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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,157 | $227,291+13.6% | $214,702+20.2% | $155,188+66.4% |
| Participation rate | 80.0% | 88.0%-8.0pp | 87.5%-7.5pp | 80.8%-0.8pp |
| Annual return | 17.64% | 60.08%-42.4pp | 54.55%-36.9pp | 148.84%-131.2pp |
| Employer contribution / active EE | $4,751 | $6,772-29.8% | $6,461-26.5% | $4,248+11.9% |
| Participant deferral / active EE | $17,546 | $9,582+83.1% | $9,147+91.8% | $6,531+168.6% |
| Admin fee / account holder | $14 | $20,413-99.9% | $19,830-99.9% | $14,480-99.9% |